DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

L••• A••• C•••••

S•••••••• A•••••••• L••BD affiliatedJersey City, Njdual registrantIAPD 6061779

Certified Financial Planner

Feed of 09/14/2026

Also filed as Lisa Crosta Mcdonald

At current firm

2 y

since Jul 2, 2024

In the industry

17 y

since Jan 1, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/lisa-crostareportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

S•••••••• A•••••••• L•• BD affiliated current
since Jul 2, 2024 · Jersey City, Nj
B•• W••••• S••••••••• L•• independent RIA
Dec 3, 2020 to Jun 4, 2024 · Basking Ridge, Nj
M•• I•••••••• S•••••••• L•• BD affiliated
Feb 18, 2020 to Oct 26, 2020 · Iselin, Nj
H•••••• • W•••• A•••• M••••••••• I••• BD affiliated
Apr 13, 2015 to Feb 11, 2020 · Parsippany, Nj
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Jun 1, 2012 to Jul 27, 2012 · Flemington, Nj

Moves

a registration end followed by a registration begin elsewhere

B•• W••••• S••••••••• L•• to S•••••••• A•••••••• L••
left Jun 4, 2024, registered Jul 2, 2024 (28 days) · RIA to affiliated broker-dealer or bank
M•• I•••••••• S•••••••• L•• to B•• W••••• S••••••••• L••
left Oct 26, 2020, registered Dec 3, 2020 (38 days) · Affiliated broker-dealer or bank to independent RIA
H•••••• • W•••• A•••• M••••••••• I••• to M•• I•••••••• S•••••••• L••
left Feb 11, 2020, registered Feb 18, 2020 (7 days) · Affiliated broker-dealer or bank to another
C•••••••• I••••••••• R••••••• A•••••••• I••• to H•••••• • W•••• A•••• M••••••••• I•••
left Jul 27, 2012, registered Apr 13, 2015 (990 days) · Other

Signals

L••• A••• C••••• left B•• W••••• S••••••••• L•• for S•••••••• A•••••••• L•• (registered 2024-07-02)
Jun 4, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address